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Chris leads the firm’s Trust & Wealth Services team, encompassing the firm’s services for Trusts, Charities and wealth reporting clients. He was pivotal in the development of the Wealth Reporting Service, which provides cutting edge investment and financial reporting to clients and their family offices

Chris works extensively with onshore and offshore trustees and their beneficiaries, assisting with the ever increasing compliance demands they face. He is experienced in all aspects of forensic accounting and trust restructuring and is often called on to support the implementation of complex tax planning arrangements. He also has experience in dealing with the sometimes sensitive family issues inherent in such arrangements.

Chris is particularly passionate about advising charities and their trustees. Recent work includes advising a charity on the development of its IT infrastructure, internal operating policies and appropriate structures for its investment and grant-making sub-committees. More generally Chris advises a portfolio of charity clients on their accounting, audit, tax and governance arrangements.

Chris is a Chartered Accountant and became a partner of the firm in April 2014.

Expertise:

Trusts
Charities
Wealth Reporting
Private Client
Family Office
Estates
Non-Resident Trusts